DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
A••••••• M••••••••• H••••••• L•
Latest filing May 6, 2026
First filing on the tape Nov 17, 2023 · 9 filings
SEC status approved since Jan 2, 2024
RAUM
$12B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
85
51 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
33
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$12B as of May 6, 2026
Mar 29, 2024$9.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 6, 2026
Mar 29, 20240 then
Employees (5.A)85 as of May 6, 2026
Mar 29, 202466 then
Private funds33 as of May 6, 2026
Mar 29, 202428 then
RAUM +8.7% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 6, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $372MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$12B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 33reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
29 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••••• F•••••••• S••••••• F••• I• L••• | Private Equity Fund | $2.9B | 115 | Mar 30, 2020 |
| A••••••• F•••••••• S••••••• F••• V• L• | Private Equity Fund | $2.5B | 88 | Mar 31, 2022 |
| A••••••• F•••••••• S••••••• F••• I•• L••• | Private Equity Fund | $1.1B | 79 | Mar 31, 2015 |
| A••••••• T••••••••• G••••• F••• I• L••• | Venture Capital Fund | $401M | 88 | Mar 31, 2021 |
| A••••••• F•••••••• S••••••• F••• I• L••• | Private Equity Fund | $373M | 50 | Mar 30, 2012 |
| A••••••• A•••• C•••••••• L••• | Private Equity Fund | $369M | 17 | Mar 31, 2022 |
| A••••••• E•••• C•••••••• L••• | Private Equity Fund | $260M | 26 | Nov 17, 2023 |
| A••••••• P••••••••• C•••••••• L••• | Private Equity Fund | $239M | 7 | Mar 31, 2022 |
| A••••••• C••••• C•••••••• L••• | Private Equity Fund | $234M | 11 | Mar 30, 2020 |
| A••••••• F•••••••• S••••••• F••• L••• | Private Equity Fund | $212M | 100 | Mar 30, 2012 |
| A••••••• I• ••• C••••••••• L••• | Private Equity Fund | $204M | 1 | Mar 30, 2020 |
| A••••••• T••••••••• G••••• F••• L••• | Venture Capital Fund | $168M | 54 | Apr 28, 2017 |
| A••••••• C••••• O••••••••• F••• L••• | Other Private Fund | $140M | 27 | Mar 31, 2021 |
| A••••••• A••••••• O••••••••• L••• | Other Private Fund | $121M | 22 | Mar 31, 2022 |
| A••••••• F•••••••• S••••••• F••• ••••••••• L••• | Private Equity Fund | $118M | 17 | Mar 30, 2012 |
| A••••••• L••••• C••••• F••• | Hedge Fund | $96.1M | 10 | Mar 29, 2024 |
| A••••••• O••••• C••••••••• F••• L••• | Private Equity Fund | $84.5M | 2 | Mar 30, 2020 |
| A••••••• G••••• C•••••••• L••• | Private Equity Fund | $80.1M | 9 | Mar 31, 2023 |
| A••••••• C••••• O••••••••• F••• I• L••• | Other Private Fund | $52.7M | 18 | Nov 17, 2023 |
| A•• I• ••••• I• C••••••••• L• | Venture Capital Fund | $52.2M | 2 | Mar 31, 2022 |
| A••••••• Q• C•••••••• L•• | Private Equity Fund | $50.0M | 2 | Mar 24, 2017 |
| A••••••• R••••••• C•••••••• L••• | Private Equity Fund | $46.9M | 3 | Mar 30, 2020 |
| A••••••• A••••• C•••••••• L••• | Private Equity Fund | $30.1M | 7 | Mar 29, 2018 |
| A••••••• A••••••• C•••••••• L• | Private Equity Fund | $25.3M | 3 | Mar 30, 2016 |
| A• E•••• P••••• L• | Private Equity Fund | $25.0M | 39 | Apr 24, 2024 |
| A••••••• V• ••••• C••••••••• L••• | Private Equity Fund | $13.3M | 2 | Mar 31, 2023 |
| A••••••• C••••• O••••••••• F••• I• ••••••••• L••• | Other Private Fund | $11.4M | 3 | Nov 17, 2023 |
| A••••••• B••••• H••••••• L••• | Venture Capital Fund | $6.3M | 3 | Mar 29, 2019 |
| A••••••• A••••• C•••••••• I• L••• | Private Equity Fund | $6.3M | 3 | Mar 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• C••••• J••• · Chief Administrative Officercontrolsince 07/2021 · owns less than 5%
- B•••••• E•••• S• •• O•••• · Chief Compliance Officercontrolsince 04/2007 · owns less than 5%
- G••••••••• J••••••• W•••• · Chairmancontrolsince 10/2023 · owns less than 5%
- K•••••• G•••••••• O••• · Vice Chairmancontrolsince 10/2023 · owns less than 5%
- K••••••••• S••••••• A•••• · Chief Financial Officercontrolsince 08/2019 · owns less than 5%
- L• R••••• V•••••••• A•••••• · Managing Partnercontrolsince 10/2023 · owns less than 5%
- R••••••••• R••••••• P••• · Chief Investment Officercontrolsince 10/2023 · owns less than 5%
- V•• W••••••••• I•••••• L•••• G••••••• · Managing Partnercontrolsince 10/2023 · owns less than 5%
- G••••••••• J••••••• W•••• · L•••••• Partnercontrolsince 10/2023 · owns 25% to 50% of A••••••• H••••••• L•
- L• R••••• V•••••••• A•••••• · Membercontrolsince 10/2023 · owns 50% to 75% of A••••• H•••••••• L••
- V•• W••••••••• I•••••• L•••• G••••••• · Membercontrolsince 10/2023 · owns 50% to 75% of A••••• H•••••••• L••
Entity owners
- A••••••• H••••••• L• · Sole L•••••• Partnerdirect · owns 75% or more
- A••••• H•••••••• L•• · General Partnerdirect · owns less than 5%
- A••••• H•••••••• L•• · General Partnerindirect · owns F of A••••••• H••••••• L•
Related persons
Schedule D 7.A
- A• E•••• P••••• G•• L••pooled vehicle sponsorn
- A••• I• C•••••••• G• L•••pooled vehicle sponsorn
- A••• I• C•••••••• G• L•••pooled vehicle sponsorn
- A••• V• C•••••••• G• L•••pooled vehicle sponsorn
- A••••••• •••••• C•••••••• F••• V• G• L•••pooled vehicle sponsorn
- A••••••• A••••••• O••••••••• G• L•••pooled vehicle sponsorn
- A••••••• B••••• H••••••• G• L••pooled vehicle sponsorn
- A••••••• C•••••• P••••••• G• ••••••••• L•••pooled vehicle sponsorn
- A••••••• C•••••• P••••••• G• L••pooled vehicle sponsorn
- A••••••• C•••••• P••••••• I• G• •••• L•••••pooled vehicle sponsorn
- A••••••• C•••••• P••••••• I• G• ••••••••• L•••pooled vehicle sponsorn
- A••••••• C•••••• P••••••• I•• G• •••• L••pooled vehicle sponsorn
- A••••••• C•••••• P••••••• I•• G• ••••••••• L•••pooled vehicle sponsorn
- A••••••• C•••••• P••••••• I• G• ••••••••• L••pooled vehicle sponsorn
- A••••••• C•••••• P••••••• L••••••investment advisery
- A••••••• C•••••• P••••••• V• G• ••••••••• L•••pooled vehicle sponsorn
- A••••••• C•••••••• I•• G• L•••pooled vehicle sponsorn
- A••••••• C•••••••• I• G• L•••pooled vehicle sponsorn
- A••••••• C••••• O••••••••• G• I• L•••pooled vehicle sponsorn
- A••••••• C••••• O••••••••• G• L••pooled vehicle sponsorn
- A••••••• Q• C•••••••• A•• I• G• L•••pooled vehicle sponsorn
- A••••••• Q• C•••••••• I• G• L•••pooled vehicle sponsorn
- A••••••• T••••••••• G••••• G• L•••pooled vehicle sponsorn
- A••••••• T••••••••• G••••• I• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom6 employees
- Greenwich, CT4 employees
- Gladwyne, PA2 employees
What changed
consecutive filings, newest first
- Accounts · 31 to 33Apr 22, 2025 to Mar 31, 2026
- Advisory employees · 45 to 51Apr 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 31 to 33Apr 22, 2025 to Mar 31, 2026
- Employees · 69 to 85Apr 22, 2025 to Mar 31, 2026
- Private funds · 31 to 33Apr 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $11B to $12BApr 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $11B to $12BApr 22, 2025 to Mar 31, 2026
- RAUM · $11B to $12BApr 22, 2025 to Mar 31, 2026
- Accounts · 29 to 31May 13, 2024 to Apr 22, 2025
- Advisory employees · 48 to 45May 13, 2024 to Apr 22, 2025
- Pooled vehicle clients · 29 to 31May 13, 2024 to Apr 22, 2025
- Employees · 66 to 69May 13, 2024 to Apr 22, 2025
- Financial planning clients · unset to May 13, 2024 to Apr 22, 2025
- Other offices · 3 to 2May 13, 2024 to Apr 22, 2025
- Private funds · 29 to 31May 13, 2024 to Apr 22, 2025
- Discretionary RAUM · $9.9B to $11BMay 13, 2024 to Apr 22, 2025
- Pooled vehicle RAUM · $9.9B to $11BMay 13, 2024 to Apr 22, 2025
- RAUM · $9.9B to $11BMay 13, 2024 to Apr 22, 2025
- Accounts · 28 to 29Mar 29, 2024 to Apr 24, 2024
- Pooled vehicle clients · 28 to 29Mar 29, 2024 to Apr 24, 2024
- Private funds · 28 to 29Mar 29, 2024 to Apr 24, 2024
- Discretionary RAUM · $9.8B to $9.9BMar 29, 2024 to Apr 24, 2024
- Pooled vehicle RAUM · $9.8B to $9.9BMar 29, 2024 to Apr 24, 2024
- RAUM · $9.8B to $9.9BMar 29, 2024 to Apr 24, 2024
- Accounts · 27 to 28Jan 31, 2024 to Mar 29, 2024
- Advisory activities · 2 to 1Jan 31, 2024 to Mar 29, 2024
- Pooled vehicle clients · 27 to 28Jan 31, 2024 to Mar 29, 2024
- Employees · 65 to 66Jan 31, 2024 to Mar 29, 2024
- Private funds · 27 to 28Jan 31, 2024 to Mar 29, 2024
- Discretionary RAUM · $10B to $9.8BJan 31, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $10B to $9.8BJan 31, 2024 to Mar 29, 2024
- RAUM · $10B to $9.8BJan 31, 2024 to Mar 29, 2024
- Other offices · 2 to 3Nov 17, 2023 to Jan 31, 2024
- Succession · true to falseNov 17, 2023 to Jan 31, 2024
Signals
2 dated events
- A••••••• M••••••••• H••••••• L• reported succeeding to the business of Another Adviser (Form ADV Item 4)Nov 17, 2023 · Succession (Item 4) · fact
- A••••••• M••••••••• H••••••• L• filed its initial SEC registration (Form ADV)Nov 17, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••••••• M••••••••• H••••••• L• · Independent Sponsorsshared crd · capital_provider
- A••••••• M••••••••• H••••••• L• · Private Equityshared crd · organization
- A••••••• M••••••••• H••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/aquiline-capital-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- A•••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-624-9500reportedpublic record, Form ADV, May 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026